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Insurance > Managing Insurance > Process of Managing Agent-Broker Relationships

Process of Managing Agent-Broker Relationships

Managing agent-broker relationships involves communicating with agents and monitoring agent-broker relationships, updating information about agent demographics, monitoring credentials, book maintenance, and so on.

To manage agent-broker relationships, perform the following tasks:

1. Update information about agents and agencies, see Updating Record Details.
2. Monitor credentials for agents and agencies, see Managing Partner Accounts.
3. Manage the business plan, see Managing Business Plans.
4. Monitor the opportunities and service requests from agents and agencies, see Managing Opportunities and Managing Service Requests.